Exceptional People Deserve Exceptional Solutions

Explore Our Solutions

We provide access to financial services designed specifically for affluent individuals and corporations through an exclusive network of more than 140 Member Firms.

See the Difference

The Vision

Our Founders saw that traditional life insurance products and distribution systems weren't serving their most valuable clients. They started M Financial Group in 1978 with the goal of creating products and services for affluent clients that would return the value to those who created it. Nearly four decades later, M Financial continues to deliver value to clients on a daily basis.
View Our History

How We Do It

We create exclusive life insurance products that affluent and corporate clients deserve. By segmenting the experience data that drives product pricing, and by investing our own capital into the policies placed by our Firms, we create pricing efficiencies that can't be matched.
Learn About Our Solutions

The Advocacy

Our mission is simple: to treat existing clients as well as new clients. Everything we do is designed to advocate on behalf of Member Firm clients: due care, product development, underwriting, reinsurance, and in-force management. We care about our clients, their success, and the sustainability of the solutions we provide.
Learn about our client advocacy

Recent Posts

View All

22 May 2015

Two M Member Firms in Top 30 of Forbes’ Top 100 Wealth Advisors

View

20 May 2015

Aaron Abrahms of Winged Keel Group Shares Personal Story on Life Insurance, Peace of Mind, in WealthManagement.com

View

20 May 2015

Michael Mingolelli, Jr. Offers Insight on PPLI in Barron’s

View
Back to Top